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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,274 | $111,830-95.3% | $93,696-94.4% | $145,884-96.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 7.98% | 204.08%-196.1pp | 133.74%-125.8pp | 551.85%-543.9pp |
| Employer contribution / active EE | $654 | $3,093-78.8% | $2,422-73.0% | $4,662-86.0% |
| Participant deferral / active EE | $1,092 | $4,920-77.8% | $4,417-75.3% | $6,690-83.7% |
| Admin fee / account holder | $120 | $10,249-98.8% | $8,287-98.6% | $13,392-99.1% |